Filed October 30, 2017 (most recent of 3 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,440 | $165,912-64.2% | $122,332-51.4% | $147,584-59.7% |
| Participation rate | 50.0% | 79.6%-29.6pp | 71.6%-21.6pp | 82.8%-32.8pp |
| Annual return | 19.36% | 34.55%-15.2pp | 30.27%-10.9pp | 578.55%-559.2pp |
| Employer contribution / active EE | $3,413 | $5,754-40.7% | $4,050-15.7% | $4,876-30.0% |
| Participant deferral / active EE | $4,603 | $4,005+14.9% | $3,287+40.0% | $5,439-15.4% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |